Caterpillar shares owned by Smallwood Wealth Investment Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Smallwood Wealth Investment Management
from 13F filings
Historical chart of Smallwood Wealth Investment Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Smallwood Wealth Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $491k | 1.0k | 477.33 |
| 2025-06-30 | $399k | 1.0k | 388.36 |
| 2025-03-31 | $339k | 1.0k | 329.93 |
| 2024-12-31 | $373k | 1.0k | 362.90 |
| 2024-09-30 | $405k | 1.0k | 390.95 |
| 2024-06-30 | $337k | 1.0k | 333.13 |
| 2024-03-31 | $371k | 1.0k | 366.44 |
| 2023-12-31 | $299k | 1.0k | 295.65 |
| 2023-09-30 | $262k | 958 | 272.95 |
| 2023-06-30 | $208k | 845 | 245.98 |
| 2022-12-31 | $202k | 845 | 239.43 |
More positions owned by Smallwood Wealth Investment Management
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